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David Brian Rea

Investment adviser representative at Salem Investment Counselors Inc
44 yearsExperience
1 stateRegistered in
$4.2BFirm assets
47 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

44 years in the industry.

  1. Ultimus Fund Distributors, LLCOct 2000 to now
  2. Salem Investment Counselors IncJun 1982 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998

State registrations

Registered as an investment adviser representative in 1 state (NC).

Salem Investment Counselors Inc

$4.2BAssets managed
1,361Clients
13Advisers
47 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3121846
Firm CRD
104855
Advisor's SEC record (opens in a new tab)
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